Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
24
Number of overlapping holdings
23.3%
% of IYG's 105 holdings also in KBWB
100.0%
% of KBWB's 24 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus KBWB)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IYG |
Weight in KBWB |
Overlap | |
|---|---|---|---|---|
 |
JPMORGAN CHASE & CO | 9.9% | 8.1% | 8.1% |
|
BANK OF AMERICA CORP | 6.8% | 7.9% | 6.8% |
|
WELLS FARGO & CO | 4.9% | 8.1% | 4.9% |
|
CITIGROUP INC | 2.6% | 7.6% | 2.6% |
|
PNC FINANCIAL SERVICES GROUP | 2.0% | 4.2% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to KBWB
|
VISA INC-CLASS A SHARES | 9.3% |
|
MASTERCARD INC-CLASS A | 7.8% |
|
SCHWAB (CHARLES) CORP | 3.5% |
|
MORGAN STANLEY | 3.4% |
|
S&P GLOBAL, INC. | 3.3% |
|
GOLDMAN SACHS GROUP INC | 3.2% |
|
BLACKROCK INC | 2.7% |
|
AMERICAN EXPRESS CO | 2.6% |
|
CME GROUP INC | 2.0% |
|
BLACKSTONE GROUP LP/THE | 1.9% |
IYG Underweight Relative to KBWB
|
US BANCORP | -6.1% |
|
CITIGROUP INC | -5.0% |
|
FIFTH THIRD BANCORP | -3.4% |
|
M & T BANK CORP | -3.3% |
|
WELLS FARGO & CO | -3.2% |
|
STATE STREET CORP | -3.2% |
|
BANK OF NEW YORK MELLON CORP | -3.2% |
|
FIRST REPUBLIC BANK/CA | -3.0% |
|
SVB FINANCIAL GROUP | -3.0% |
|
HUNTINGTON BANCSHARES INC | -2.9% |